Maia Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Maia Wealth LLC

$465 Billion
Q4 2024

A detailed history of Maia Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Maia Wealth LLC holds 9,895 shares of SCHD stock, worth $277,356. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,895

Holding current value

$277,356

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$26.93 - $84.95 $266,472 - $840,580	9,895 New	9,895 $282 Million

Others Institutions Holding SCHD

# of Institutions

1,949

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

Bank Of America Corp Charlotte, NC

49.6M
Shares

$1.39 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1.02 Billion
0.42% of portfolio
Morgan Stanley New York, NY

28.5M
Shares

$798 Million
0.06% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$752 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$729 Million
4.56% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Account